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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
10765 Double R Blvd Ste 202-Oa, Reno, NV 89521 • United States
1931 California St, Ste B, Carson City, NV 89701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Carson City | NV | 01/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc | Dayton | NV | 04/2011 | 07/2021 |
| Planet Financial Advisory Group Llc | Carson City | NV | 10/2019 | 07/2021 |
| Lpl Financial Llc | Carson City | NV | 07/2021 | Present |
1. 11/2019/MARC FRESIA/Planet Financial Advisory Group, LLC/DBA for LPL Business (entity for LPL business)/Investment Related/CARSON CITY NV/0 HRS/MO 2. 3/2011/Fresia Trust/Act in a Fiduciary Capacity/Investment Related/Milton, VT/0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-08 |
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